Configure your workshop, brand, plan, integrations, and audit trail. The back-of-house controls every owner touches once a quarter.
How role defaults, custom roles, and per-user overrides work — plus a full reference of every permission key.
Trading name vs legal name, ABN with ABR lookup, address, phone, currency, and default tax rate — the single source of truth for everything that lands on a customer document.
Upload a logo, set a brand colour, and watch PitlaneHQ retone the customer portal, PDFs, and emails to match. Five minutes that lifts every customer touchpoint.
How seat-tier pricing and add-on modules work, how to switch modules on or off, where to find past receipts, and how to update the card on file.
GST rates, per-site overrides, GST-inclusive vs exclusive prices, and an overview of how the three accounting integrations behave.
The OAuth flow, bank-account mapping, the granular Xero scopes we ask for, what each conflict status means, and how to disconnect safely.
The onboarding wizard, what happens during sender-ID approval, how to read a rejection, and how to retry without re-keying every field.
The two-step import wizard, AI-suggested column mappings, the customer/vehicle/job/invoice order, dry-run vs commit, and one-click rollback.
What gets logged, how to filter, what each entry shows, the WORM archive for long-term retention, and the audit.read permission.
Edit the wording of every email PitlaneHQ sends on your behalf — booking confirmations, quotes, invoices, payment receipts, service reminders, purchase orders, and more. Live preview, send-test, and a one-click revert to the default.
Add a per-document-type footer to your generated PDFs — quote, invoice, statement, receipt. Up to 500 characters each, with placeholders for customer name, document number, ABN, trading name, and more.
The per-site setup page for bays, hoists, alignment racks, and pits — names, types, colours, equipment tags, display order, and the per-site bay-management flag that enables the whole feature.